UNIVERSITY OF SOUTHERN QUEENSLAND Workload A Critical Ethnography of Nursing Culture and a Complex Climate A Dissertation submitted by: Cheryl L Ross MMHN, GradDip Business, GC Mgmt, GC Critical Care, RN, RM, IPN, MACMHN, MACN For the award of Doctor of Philosophy 2015
Abstract The issue of measuring nursing workload has been historically problematic because of inherent difficulties associated with identifying what nursing work actually is and what nursing work is actually done in multiple contexts. Quantifying nursing work merely through tasks to be performed or how complex the patient needs may be, can fail to acknowledge the intuitive and personalised ways of doing nursing and consequently many of the central tasks performed to facilitate nursing care. This research originated from a request by nurses in an acute surgical unit to investigate a workload problem. Nursing workload involve more than hands on patient care or being at the bedside. Whilst patient care is central to nursing care, the role and functions of nursing work incorporate significant amounts of invisible work. This study aimed to identify culture and climate as an influence on nursing workload in an acute surgical unit of a large regional hospital in Queensland, Australia. The findings identified that culture and climate, while not always acknowledged by nurses and administrators, constructs, have significant power and influence over the amount and timing of nursing workload. However, the central premise of these findings is that the extent of climatic influences on the organisation of nursing work, in conjunction with traditional nursing practices, has created a disconnect between professional expectations and workload reality. This disconnect is further exacerbated by the removal of nursing leadership positions that allow bureaucratic and other agendas to prevail over nursing practice. The study was undertaken in two phases. The first phase was a Systematic Review of extant literature. The second phase embraced a critical ethnographic approach of observation and interview of Registered Nurses at work. Purposive sampling of Registered Nurses within the specific unit was used for the recruitment of participants, after ethics approval was given. The study period involved 60 hours of observation and 11 interviews forming the data collection. Thematic and critical analysis resulted in the development of a conceptual diagram of nursing workload that makes visible the cultural and climatic influences on nursing workload. i
Certification of Dissertation I certify that the ideas, experimental work, results, analyses, software and conclusions reported in this dissertation are entirely my own effort, except where otherwise acknowledged. I also certify that the work is original and has not been previously submitted for any other award, except where otherwise acknowledged. Signature of Candidate Date ENDORSEMENT Signature of Supervisor/s Date Signature of Supervisor/s Date ii
Acknowledgements This research journey would not have been completed without some very significant people in my life. I am fortunate to have such caring and supportive friends and family possibly too many to name specifically, but we all know who you are. As I made this intrepid journey, it was not dissimilar to the ethnographic approach used in the study as I journeyed into the unknown to learn from the people with the knowledge that I was seeking. A journey that has been fraught with cheers, tears, pain and gain. Firstly, I wish to acknowledge my Principal Supervisor Prof Cath Rogers for her unstinting support, guidance and challenges as I stumbled along the path of a novice researcher, survived the rollercoaster journey and arrived at a transformative ending. I also thank my Associate Supervisor A/Prof Cheryl Perrin, who has been a long term mentor, for her unflagging support, encouragement and inspiration. I am also grateful to my peers and colleagues at USQ, who were instrumental in my survival of 2012, supported my return to work, provided camaraderie, advice and ideas I thank you all. I also acknowledge the support and assistance of the USQ Research Office for access to the resources needed during this journey. Thank you also is extended to Jane Todd for her proof-reading and copy-editing skills. Not least, I sincerely thank the nurses involved in the study, for accepting my presence, and giving me your valuable time to collect the data. Without you this story would not be available. I hope that I have done you proud by telling your story. Finally, I thank my family and friends for their support and acceptance of my less than social behaviour during this journey. I am eternally grateful for my parents Ted and (late) Carmel Ross for embedding the values, strengths and determination to achieve my dreams into my world. For me, I believe that my two greatest achievements in life have been nursing and motherhood. This thesis is for the profession I love, and dedicated to my daughter, Chloe and my son, Keegan and my shiny-new granddaughter, Cleo. iii
Key to Transcripts and Field Notes Substantive notes as presented in the research findings (Chapters 5 and 6) include excerpts from the participants and field notes. The following abbreviations and formatting have been used: Verbatim Quotes Participants have been coded by number and (#) signifies quote in italics there s still the old fashioned got to get your showers done before morning tea (#5). Field Notes (FN) Field notes (FN) are signified as FN# and numbered (by chronological date), with data also in italics I don t need to have to call my partner all the time (FN# 1). Specific dates and times are not included, as rosters are accessible retrospectively, and hence may jeopardise participant confidentiality. When excerpts of conversations or interviews are added into the main text, italics are used. This checking policy was said to be specific to this ward in response to medication incidents and monitoring drug usage (#8, #7). indicates the researcher has edited the conversation or there was a participant pause. Table of Figures Figure 3.1 Method Trail... 40 Figure 4.1 Analysis Trail... 57 Figure 5.1 Spatial Setting... 64 Figure 7.1 Nursing Workload Conceptual Diagram... 113 Figure 7.2 Safety and the Nursing Workload... 124 iv
Definitions: Acute Care settings medical or surgical units within a hospital setting. AO Administrative Officer, or Ward Clerk CARP centralised computer paging system that coordinates tasks to operational staff. DD Dangerous Drugs, Schedule 8 Drugs, or Narcotics. EN Enrolled Nurse (Division 2) EJPB - Electronic Patient Journey Board. HBCIS Health Information System for admissions, discharges and transfers within acute care facilities. NUM Nurse Unit Manager Outpatient ambulatory Patient churn the movement of patients within a facility and between facilities. PRIME Workplace incident management system. RN Registered Nurse (Division 1) ScriptTracker a computer based program that indicates work flow status of pharmacy requests. TCAB Transforming Care at the Bedside Project TL Team Leader. A rostered position on each shift, usually the most senior nurse. TRENDCARE Patient-Nurse Dependency Workload Management System. Trolley guerney stretcher, used for transporting patients. v
Table of Contents Abstract... i Certification of Dissertation... ii Acknowledgements... iii Key to Transcripts and Field Notes... iv Table of Figures... iv Definitions:... v Table of Contents... vi Chapter 1 Introduction to the Study... 1 1.1 Introduction... 1 1.2 Culture and climate as an ethereal construct... 1 1.3 Study Aims... 4 1.4 Study Objectives... 4 1.5 Expected Study Outcomes... 4 1.6 Research Methodology... 4 1.7 Thesis Arrangement... 5 1.8 Conclusion... 6 Chapter 2 Systematic Review... 7 2.1 Introduction Chapter 2... 7 2.2 A systematic review of Registered Nurses; experiences of the influence of workplace culture and climatic factors on nursing workload... 7 Introduction... 9 2.3 Literature during Phase 2.... 35 2.4 Conclusion... 38 Chapter 3 Methodology The Map... 39 3.1 Introduction... 39 3.2 Qualitative Research and Social Sciences... 41 3.3 Ethnography... 43 3.4 Critical Theory... 44 3.5 Justification of Methodology... 46 3.6 Conclusion... 48 Chapter 4 The Methods... 49 4.1 Introduction... 49 4.2 Research Process... 49 vi
4.3 Sampling... 49 4.4 Researcher Identity and Values... 50 4.5 Access to the Field... 51 4.6 Ethics... 52 4.7 Fieldwork and Artefacts... 54 4.8 Interviews... 58 4.9 Data Analysis... 59 4.10 Quality of the Research... 61 4.11 Conclusion... 62 Chapter 5 Culture and Workload... 63 5.1 Introduction... 63 5.2 Spatial Setting of the Ward... 64 5.3 Roles, Rituals and Routines.... 68 5.4 Patient Centricity... 82 5.5 Ward Centricity... 84 5.6 If in Doubt Ask a Nurse... 88 5.7 Conclusion... 91 Chapter 6 Climate and Workload... 92 6.1 Introduction... 92 6.2 Projects... 93 6.3 Admissions, Discharges and Transfers... 94 6.4 Holdups and Interruptions... 97 6.5 Supplies and Resources... 103 6.6 Coordination of Services... 106 6.7 Interdepartmental Boundaries and Silos... 108 6.8 Conclusion... 111 Chapter 7 Conclusions... 112 7.1 Introduction... 112 7.2 Covering the Deck... 114 7.3 Working the Rigging... 125 7.4 The Mast... 130 7.5 The Rudder... 132 7.6 Conning Tower... 133 7.7 Turbulent Seas... 135 7.8 Conclusion... 137 vii
Chapter 8 Conclusions and Recommendations... 138 8.1 Introduction... 138 8.2 Summary of the Study... 138 8.3 Strengths of the Study... 141 8.4 Limitations of the Study... 142 8.5 Recommendations of the Study... 142 8.6 Reflections of the Study... 145 8.7 Conclusion... 146 References... 147 Bibliography... 159 Appendices... 161 Appendix 2.0a - JBI Appendix II & III & VI Appraisal Instruments... 162 Appendix 2.1- JBI Appendix IV Excluded Studies after reading of entire text... 166 Appendix 2.2 - JBI Appendix V Included Studies... 170 Appendix 2.3 - JBI Table 1 QARI Included Studies... 171 Appendix 2.4 JBI Table 2 QARI Methodological Assessment... 175 Appendix 2.4a - JBI Appendix VII QARI Conclusions and Illustrations... 176 Appendix 2.5 - JBI Table 5 NOTARI Included Papers... 189 Appendix 2.6 JBI Table 6: Final Assessment Table Critique of text/opinion papers using JBI-NOTARI... 191 Appendix 2.6a JBI Appendix VIII NOTARI Conclusions and Illustrations... 192 Appendix 2.7 - JBI Figure 2 QARI Findings and Analysis... 199 Appendix 2.8 - JBI Figure 5 NOTARI Conclusions and Analysis... 206 Appendix 4.0 USQ Ethics Approval... 212 Appendix 4.1 Hospital Ethics Approval... 213 Appendix 4.2 Information Sheet - Plain Language Statement... 215 Appendix 4.3 Consent for Interview... 217 Appendix 4.4 Workplace Entry Permission... 219 Appendix 4.5 Category Discussion for later interviews... 220 viii